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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,898 | $102,663-70.9% | $86,216-65.3% | $139,466-78.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.22% | 1924.52%-1901.3pp | 1169.42%-1146.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,858 | $3,035-38.8% | $2,382-22.0% | $4,754-60.9% |
| Participant deferral / active EE | $5,994 | $4,677+28.1% | $3,986+50.4% | $6,712-10.7% |
| Admin fee / account holder | $261 | $8,663-97.0% | $6,853-96.2% | $11,409-97.7% |